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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
551
MC
Martin Currie
United Kingdom
$181M +$5.78M 5 12.8% Increased
552
Bartlett & Co
Bartlett & Co
Ohio
$181M -$3.2M 10 7.21% Reduced
553
QS Investors
QS Investors
New York
$181M -$14.2M 15 1.7% Reduced
554
WMC
Westwood Management Corporation
Illinois
$180M +$21.7M 6 25.11% Increased
555
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$180M -$4.08M 10 3.76% Reduced
556
TP
Tesuji Partners
New Jersey
$179M +$87.8M 1 10.36% Increased
557
SH
SeaTown Holdings
Singapore
$178M +$1.29M 4 16.79% Increased
558
PFU
Parus Finance (UK)
United Kingdom
$177M +$983K 3 32% Increased
559
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$177M +$43.5M 10 2.18% Increased
560
NA
Neuburgh Advisers
California
$176M -$8.17M 9 6.31% Reduced
561
BRC
Blue Ridge Capital
New York
$176M +$12.9M 3 5.85% Increased
562
PineBridge Investments
PineBridge Investments
New York
$176M -$19.8M 9 4.52% Reduced
563
Banco Santander
Banco Santander
Spain
$176M -$303M 7 2.52% Reduced
564
RG
Renaissance Group
Kentucky
$175M -$12.9M 6 5.93% Reduced
565
SG Americas Securities
SG Americas Securities
New York
$174M -$1.57B 17 1.62% Reduced
566
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$172M -$19.7M 5 2.94% Reduced
567
Riverbridge Partners
Riverbridge Partners
Minnesota
$170M -$9.18M 5 3.3% Reduced
568
WP
Wedgewood Partners
Missouri
$170M -$52M 2 6.87% Reduced
569
Frontier Capital Management
Frontier Capital Management
Massachusetts
$169M +$16.6M 5 1.24% Increased
570
NM
Nokota Management
New York
$169M +$71.5M 4 3.25% Increased
571
DF Dent & Co
DF Dent & Co
Maryland
$169M -$1.21M 5 4.26% Reduced
572
OAM
Origin Asset Management
United Kingdom
$169M -$4.32M 4 9.69% Reduced
573
VIM
Veritas Investment Management
United Kingdom
$168M -$45.8M 5 23.3% Reduced
574
GVI
Green Valley Investors
Delaware
$168M +$830K 1 8.01% Increased
575
MTIM
Marathon Trading Investment Management
Pennsylvania
$168M +$119M 6 4.67% Increased